Institutional Ownership Southern CO (SOJE)
This table provides information about the institutional ownership of Southern CO (SOJE). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 108,667 shares, which have been reported (via 13F filing form) to have a value of $1.99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50,766
shares
|
$928,510
0.02% of portfolio
|
Q4 2023
Reduced 3.97%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,114
shares
|
$441,045
0.11% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,586
shares
|
$394,807
0.11% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
10,100
shares
|
$184,729
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$18,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
575
shares
|
$10,516
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
250
shares
|
$4,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
215
shares
|
$3,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
61
shares
|
$1,115
0.0% of portfolio
|
Q2 2025
New holding
|